Import guide

Charles Schwab

Export your transaction history from schwab.com as a CSV file, one account at a time, then upload it to Leaf Edge.

All import guides
Export
Transaction history · CSV
Find it in
Accounts → History → Export
Plan
Every plan, including Free
Each file
Up to 4 MB and 2,000 rows
Steps checked
22 October 2026, against other import guides
How well it's tested
Awaiting verification. See the record on the broker page

Before you export

  • Use schwab.com's History export. The Account Statement in thinkorswim has different columns, and Leaf Edge doesn't read it.
  • If the file comes back empty, export a shorter range, such as one quarter. Other import guides report a limit of about 1,500 rows per export.

Export the file from Charles Schwab

We couldn't confirm these steps on Charles Schwab's own help pages, so the labels come from other import guides. If your screen differs, tell us and we'll correct this guide.

  1. Open History

    Sign in at schwab.com in a browser, open Accounts and choose History.

  2. Choose the account and transactions

    Pick the account in the account selector. Stay on Transactions and set the filter to show every transaction type.

  3. Set the dates and search

    Choose the date range, such as Current Year or your own from and to dates, and press Search.

  4. Export the CSV

    Press Export at the top right of the results and confirm. If Schwab offers a choice of format, pick CSV. Don't open and save it again in a spreadsheet first: that can change the columns Leaf Edge reads.

Import it into Leaf Edge

  1. Open Upload File in Leaf Edge

    Sign in to Leaf Edge and open Sync in the top bar. Choose Upload File. File import works on every plan, including Free.

    The Sync page in Leaf Edge with Upload File selected.

  2. Drop the file in

    Drag the file onto Upload Trading Statement, or click the box to choose it. Leaf Edge recognises an export from Charles Schwab by what is inside it, so there is nothing to pick first. Each file can be up to 4 MB and 2,000 rows.

    The Upload Trading Statement box on the Sync page.

  3. Check the preview

    Nothing is saved yet. Review Import counts the rows as New, Unchanged, Corrections, Skipped and Rejected, and lists each row with its reason. Read every skipped and rejected row before you go on.

    If the file holds trades in a currency your journal doesn't have yet, the preview says so. They keep their own currency, and your P&L is shown in the one currency you pick from the filter bar, converted at the European Central Bank's reference rate on the day each trade closed.

    An example preview, from an Interactive Brokers statement: counts of new, unchanged, corrected, skipped and rejected rows above the list of rows.

  4. Commit the import

    Press Commit import to save the trades, or Cancel preview to leave your journal as it was. Leaf Edge pairs the fills into round trips, so you will usually see fewer trades than the file has rows.

    Changed your mind? Undo imported trades appears straight after an import, until your next upload and as long as you haven't started reviewing those trades.

    Leaf Edge after a committed import, with the Open journal and Import history buttons.

What comes in

  • Buys and sells of stocks and options.
  • Option expirations and dividend reinvestments are skipped by design: Leaf Edge closes an expired option at $0 on its own.
  • Assignments, exercises, stock splits and share transfers aren't imported yet. The preview lists each one with the reason.
  • Deposits, dividends and other cash rows aren't trades and are left out.

The file has trade dates without times of day. Leaf Edge keeps each day's fills in order but can't place them within the day.

Other ways in from Charles Schwab

  • Auto-sync, on Pro and Ultimate: a read-only connection through SnapTrade. On Free the broker picker shows it as Auto-sync · Pro. SnapTrade updates transactions once a day, a day behind, and brings no futures. See the SnapTrade guide.

Use one way in for each account. A file import and a SnapTrade connection for the same account can count the same trade twice.

Where these steps come from

We couldn't read Charles Schwab's own help pages, so these steps come from other import guides that agree with each other, read on 22 October 2026. We haven't followed them on a real Charles Schwab account yet. Menus move from time to time; if yours doesn't match, these pages have the current path:

Sources read on 22 October 2026.

Next

Then review your first trade

Once your trades are in, each one has its own page: link it to a playbook or mark it as an honest skip, grade it, and note what you planned, what you did and what you learned. How a trade review works.

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